I said zero growth not zero sales. There is no growth just very slow recovery from a huge drop in sales a couple of years ago. Per my previous calculations, tool sales will run at an annual rate of 200-300 indefinitely. Split that across the two dominant vendors at $2-3M per tool and voila. There is NO MORE GROWTH HERE.
Yes indeed... why is VECO so overpriced for zero long-term growth in tool sales? What is your explanation for that?
Huh? It's the holy grail of household lighting. But the price has got to drop below $10 to trigger mass adoption IMO.
Why? What will happen on the weekend that we don't all already know is going to happen? It's all priced in already.
For the record, when do you think is BTC going to hit zero? Will it happen in 2014?
Why did GS bother to research BTC and issue a report on it? Surely the great thinkers at GS have much more important issues to tackle than some two-bit quasi-ponzi scheme only idiots would fall for? Are their clients so stupid they need to be schooled about i?
You misunderstood me (no surprise there). I was pointing out the apparent level of your teaching ability, not pud's intelligence. You'd be hard-pressed to teach a child anything let alone an educated adult like pud. Got it now?
And yet in the last year, DD is up ~30% vs. BASFY at only about ~15%. Why is that? I reduced my long position in BASFY last week, pending resolution of the Ukraine/Russia situation.
There is no firm restart date for Japan reactors. The NRA has not issued any approvals or a timeline for when decisions are expected to occur. This is the key catalyst for any sustained move upwards.
Been long REC several years and averaged down heavily last year. Never owned LDK... only learned of them when I first acquired REC. REC has superior FBR poly-si technology and if it wasn't for the huge glut of Siemens-type capacity coming online from inferior firms like LDK, I have no doubt REC would have been THE leader in solar-si by now. REC has struggled immensely to survive in the face of that glut, but has succeeded and with the recent China JV announcement, REC is well positioned going forward. LDK cost of production cannot compete with REC. LDK will die.
I am cautiously bullish. If it wasn't for the overhang from Crimea, I think we would be hitting new highs.